Director Management Insights, Analysis & Reporting

at  Sun Life

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

ABOUT THE ROLE

The Sun Life Health (SLH) business within Sun Life Canada is a leading provider of Group Benefits and Health Solutions. A market leader in the advancement of workplace mental health across Canada, through the introduction of new tools such as Lumino Health Virtual Care’s Stress Management and Well-Being program providing members access to mental health and medical specialists 24/7. SLH is seeking a Director, Management Insights, Analysis & Reporting to join its fast-paced and energetic Finance team.
Reporting to the AVP, Management Insights, Analysis & Reporting, this role provides an opportunity for a highly motivated individual to develop a strong understanding of the SLH business while directly supporting achievement of its growth targets.

WHAT YOU’LL BE DOING

The incumbent will be accountable for leading a team responsible for the coordination, analysis and delivery of monthly and quarterly management reporting for the Sun Life Health businesses. This role directly supports building the earnings and forecast results narratives enabling senior management to understand results.
As part of this role, the incumbent will also work directly with the Sun Life Health product team by establishing the necessary Financial Reporting processes, identifying required infrastructure and controls to support the businesses growth aspirations.
The individual in this role is a key contact for all management reporting including and must have the ability to collaborate effectively with leaders across a variety of functional areas. The successful candidate will be a proven team leader and practical problem solver with the ability to identify and implement innovative solutions. The candidate will lead a team of 5+ individuals that support the Management Insights, Forecast and Reporting processes.

Management Insights

• Champion the integration of further data driven insights into the reporting and forecasting functions to enhance collective understanding of the business and support leadership decisions
• Support a variety of miscellaneous forecast and reporting asks with the aim of providing analysis in support of decision making

Forecasting

• Lead the monthly SLH earnings forecast process by coordinating across the various functional teams that provide inputs into results including but not limited to:
• Actuarial Valuation
• Actuarial Pricing
• Accounting
• Expenses
• Operations
• SLH Business ie Market Development and Business Development
• Asset & Liability Management
• Taxes
• Financial Planning & Analysis
• Partner with stakeholders including Canadian Finance, Canadian Actuarial and Corporate to deliver in a timely manner and facilitate a continuous dialogue so as to avoid surprises
• Streamline and optimize forecast processes and deliverables with the objective of enhancing timeliness and accuracy
• Further enhance the forecast earnings explanations by building narratives in the context of the business drivers

Reporting

• Lead the creation of the SLH Quarterly Business Review (QBR) results package by coordinating across the various functional teams for presentation to Business Leaders and Canada Leaders
• Lead the Sun Life Health Management Reporting function including preparation of the Life and Health Fund
• Lead the streamlining of reporting processes and consider automation opportunities
• Track and report on Key Performance Indicators (KPIs) against Plan and prior periods
• Support monthly updates to Finance and Business leadership on results
• Act as the key contact for stakeholders and leadership follow-ups on monthly/quarterly results, forecasts, Monthly Business Summaries, Reporting and ad hoc asks
• Identify and develop relevant dashboards and metrics to assist in the monitoring the evolving business
• Support the Financial Planning & Analysis team by providing feedback on Business Plan and Strategic Plan and challenging inputs and assumptions
• Support competitive analysis reviews alongside other functional leaders within SLH
• Provide ad- hoc support and work on special projects as required.
• Support certain accounting initiatives such as ad hoc analysis and memos and impairment assessments